Evolution of larval gregariousness in relation to repellent defences and warning coloration in tree-feeding Macrolepidoptera: a phylogenetic analysis based on independent contrasts

Gregariousness in insects is often associated with aposematism, which has two distinct properties, repellent defence and warning coloration. Theoretically, both repellent defence and warning coloration are expected to facilitate the evolution of gregariousness. This paper investigates whether the likelihood for gregariousness to evolve is higher (1) in the presence of chemical/physical defence and (2) in the presence of warning coloration, in a sample of over 800 tree-living macrolepidopteran species. A new phylogenetic technique for investigating the correlation between two discrete characters, based on independent contrasts, is used. For each of nine contrasts, based on presence/absence of repellent defence that included transitions to gregariousness, the frequency of such transitions was highest in the lineage with repellent defence present. Similarly, out of 12 contrasts based on presence/absence of warning coloration 10 had the highest frequency of transitions to gregariousness in the lineage with warning coloration. Thus, gregariousness is more likely to evolve in lineages with repellent defence and in lineages with warning coloration, but it is concluded that, since these traits are strongly intercorrelated, it is very difficult to distinguish between their separate effects on the evolution of gregariousness. Our findings indicate, however, that potentially, the presence of repellent defence may be sufficient for the evolution of gregariousness.